Tasks are actionable items that clearly outline responsibilities and deadlines. They can also be used flexibly, serving as a space for allocating work, or storing reference approvals.
You can create a task using:
- My Board and
- Team
My Board
To add a task, go to the “My Board” section and click the “Add Task” button, shown below:
- A task can either be assigned to a user or a to a team using the dropdown shown below:
- By default, your name will appear as the default task assignee. Nevertheless, you have the option to choose a different user for the task if desired, as shown below:
- If you switch the user dropdown to “team/project,” you can assign a task to any shared, closed, or restricted teams that you’re a part of.
- You can choose to delegate or pass on a task, by default, tasks are set to “Delegate” upon creation but switch to “Pass-on” mode afterwards. The options to delegate or pass on tasks are available when you select the team/project icon from the assignment dropdowns, shown below:
- You can select another team/project using the top dropdown menu. The chosen team/project will also be selected in the assignment dropdowns shown below:
- Once you click save, a task will be created and a flash notification will appear on the top right corner of the screen, indicating that the task has been created.
- Tasks created using My Board will always be visible under the Ownership Filter and under the Delegated or Archived filter if they fulfil the conditions for these filters.
Teams:
Tasks can be created in both teams where you are a member and those where you are not. If you’re a member, you can assign tasks to specific team members and workflows. If you’re not a member, you can only allocate tasks to shared workflows.
To create a task from a team where you are a member, follow these steps:
- Navigate to the team
- Click Add Task button
- Task sidebar will be opened, add details
- Click save
Some important key points for task creations using Teams
- When you create a task from a team, the same team or project is automatically listed in the assignment dropdown. If you’re a team member, you’re set as the default assignee, but you can assign the task to others as well.
- If you assign a task in a team/project where you’re not a member, you can only assign tasks to shared workflows, not to individual users, shown below:
